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titleTo add a workpaper to a period

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If available, click your preferred rollover option:

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Include links to all documents which are linked within the workpaper when it is rolled over into the next period.

If Document Manager is installed, you can add links to Document Manager files in the workpaper. If Document Manager is not installed, you can can open and viewed linked documents from within the workpaper.

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Click Add.

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  • If you want to go back and change the workpaper name:
    1. Click Yes.
    2. Change the name.
    3. Click Add.
  • If you want to keep the existing workpaper name but add a number to the name, click No.

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The workpaper is attached below the account in the period table with a workpaper icon (Image Removed).

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rootAccountRight/Essentials common ledger module 3. Substantiate balances
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titleOther AccountRight/Essentials common ledger modules
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Module 1: Set up your common ledger

Module 2. Set up an Asset Register

Module 4. Produce financial statements

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Adding, opening and deleting workpaper periods

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